Financial Center Supervisor

Fulton Financial; Emmaus, Escondido (PA, CA); On-site; Full time

Job summary

An established industry player is seeking a Financial Center Supervisor to lead a high-performing team and enhance customer experiences. This role involves driving proactive sales conversations, ensuring compliance with regulations, and mentoring team members to achieve their goals. The ideal candidate will possess strong communication skills and a collaborative spirit, fostering relationships within the community and the organization. Join a company that values continuous learning and community impact, and make a difference in customers' lives while advancing your career in a supportive environment.

Benefits

Medical plans with prescription drug coverage

Dental and vision insurance

401(k) program with employer match

Employee Stock Purchase Plan

Paid time off programs

Disability insurance coverage

Maternity and parental leave

Adoption assistance

Educational assistance

Robust wellness program with financial incentives

Qualifications

• 3+ years of business or sales experience required.
• 1+ years of supervisory or team leader experience preferred.

Responsibilities

• Drive sales conversations and engage customers effectively.
• Oversee financial center operations and ensure compliance.

Skills

Proactive and result oriented

Excellent communication skills

Collaboration

Education

High School Diploma or equivalent

Bachelor Degree or equivalent experience

Tools

CRM (Customer Relationship Management)

Job description

Value Proposition

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview

This is a full-time career opportunity (approximately 40 hours per week) based out of our Chestnut Street financial center in Emmaus, PA. Must be available to be scheduled around branch operation hours (no Sundays).

The Financial Center Supervisor is responsible for providing an exceptional financial center customer experience by handling every customer need from service to sales with passion and enthusiasm. Focus on customer-centric conversations to deepen relationships and be a trusted advisor. Be a role model and leader in the center. Oversee financial center operations while adhering to all compliance and risk policies and procedures. Coach and mentor team members to ensure team and individual goals are achieved.

Responsibilities

• Drive proactive sales conversations by engaging in outbound calls, handling inbound contact center inquiries, scheduling appointments, and actively engaging customers in the lobby with a goal of identifying sales opportunities and converting them into tangible outcomes.
• Maintain sound risk and compliance practices by ensuring the financial center operates within the parameters of applicable regulations and company policies. Play a key role in managing risk by ensuring the team's adherence to regulatory standards while exercising sound judgment within established parameters.
• Utilize the CRM (Customer Relationship Management) system and other resources to foster relationship-building conversations with customers and ensure a consistent approach to new customer onboarding and expanding existing relationships. Advance personal knowledge of sales techniques while developing team members to have the same CRM knowledge, usage, and adoption.
• Contribute to teambuilding and performance excellence in the financial center by collaborating closely with the Financial Center Manager, to assist in building and nurturing a high-performing team. This includes participating in the selection of top talent, facilitating seamless onboarding, providing ongoing coaching, and managing performance to achieve optimal results.
• Actively participate in off-site networking events and community initiatives that will bolster our brand presence and strengthen ties within the local community, driving business growth opportunities.

Additional Responsibilities

• May serve as a Notary Public for their financial center

Qualifications

Education

High School Diploma or equivalent. (Required)

Bachelor Degree or the equivalent experience. (Preferred)

Experience

3 or more years related business or sales experience. (Required)

1 or more years supervisor or team leader. (Preferred)

Knowledge, Skills, and Abilities

• Proactive and result oriented (Required)
• Highly collaborative with Fulton partners and other team members (Required)
• Excellent communication skills and ability to have needs-based conversations (Required)

Other Duties as Assigned by Manager

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Pay Transparency

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

The hourly rate for this position is $23.56 - $39.28.

Benefits

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

NMLS

This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.

EEO Statement

Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status.

Sponsorship Statement

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.